Tax Planning Newsletter

Tax Planning Newsletter

  • Agency News

It’s time to call Wilke & Associates, Pittsburgh’s leading CPA Firm for 2017 Year-End Tax Planning!

Now’s the time to wrap up 2017 and make considerations for year-end capital investments to reduce your tax liability or make fiscal changes to your 2018 budget. By incorporating your 2017 financial data and previous years of historical data, our small business advisors can confidently help you keep more of the money you earn.

As we reminded our clients in our mid-year tax planning letter we suggested planning for the basics. We are offering the same advice again as tax reform is continuing to be debated on the Federal Level.

Let’s review:
Your Income – Plan for the current tax brackets and proposed brackets
Your Assets – Plan to possibly shift income-producing assets to family members in lower brackets or hold on to appreciated assets
Your Gains – Plan to offset gains with losses
Your Giving – Plan to donate stock or IRA if necessary
Your Tax Bracket – Plan to consider 0.9% Medicare surtax
Your Retirement – Plan to maximize retirement plan contributions

Our motto at Wilke & Associates is Plan. Budget. Succeed. We urge you to call your Wilke tax professional today at 412.278.2200 and make an appointment. We want you and your company to finish strong, well prepared, and profitable.

To prepare for your meeting with us click here to read our Year-End Tax Planning Newsletter.

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